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Sales tax amount is deducted from another line in Microsoft Dynamics AX 2009


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Symptoms

When a General Ledger journal has a debit to a ledger account and a credit to both a vendor/customer account and a bank account, the sales tax amount is deducted from an incorrect line. 

Consider the following situation. A General Ledger journal contains the following lines:

First line: Debit to a ledger account for $1,000 – No tax
Second line: Debit to a ledger account for $2,000 – With 5 percent tax code
Third line: Credit to a vendor account for $1,500 – No tax
Fourth line: Credit to a bank account for $1,500 – Not tax

After you post and then review the voucher, the sales tax amount is be deducted from the first line. However, you expect the deduction to come from the second line, because that is where the sales tax occurred.

If you debit only one vendor/customer account and bank account line, or if you credit ledger accounts, the issue does not occur.

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Cause

This behavior is by design.

The tax amount posting is controlled by the \Classes \TaxVoucherService \analyzeVoucher method. This method analyzes all lines in the journal that have the voucher number specified. This method calculates the sales tax that will be posted on individual lines and determines the amount to add to the vendor/customer account, to the bank account, or to the ledger account. Additionally, it determines the account to which to add the sales tax.
This account can be a vendor/customer account or a bank account. If one of those accounts exists, that account will be chosen.

If more than one vendor/customer account  or bank account exists, or if no vendor/customer account or bank account exists,  and if the tax group and tax code are not specified for the first line, and if the first line is a ledger account. The first line of the ledger account will be selected as the fallback account. This account is used to add the sales tax amount.

If the ledger accounts of two lines are different in the document, the tax amount is always deducted from the line that has no tax group or tax code.
If no such account exists, the error account is used.

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Resolution

You may be able to work around this issue by posting the vendor/cutomer and bank line separately in different journals.

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Keywords: kbmbspartner, kbmbsmigrate, kbsurveynew, kb

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Article Info
Article ID : 2699549
Revision : 1
Created on : 1/7/2017
Published on : 5/29/2012
Exists online : False
Views : 589